our approach

We take time to understand you

We Listen

We want to hear about your needs, family situation, goals, and concerns.

We Help

We help you analyze your options and recommendations based on your unique goals.

We Explain

We make sure to explain complex processes in plain English so you can make educated choices.

We Support

When difficult decisions need to be made, we have the experience and capability to compassionately support you as you discuss them with your aging parents or children and grandchildren.

We Know

You need someone who knows estate planning, how to optimize the preservation of your assets, and minimize your tax liability. We have over a decade of experience.

We Stay in Touch

We ensure that your plan is properly implemented and stays up-to-date with your current situation by keeping in touch with you.

We Care

We care about making the entire planning process work for you, enabling your financial and emotional wealth to transfer smoothly to the people and causes you care about.

The Importance of Passing on Non-financial Wealth

Every family has certain customs, beliefs, and core values that deserve preservation from generation to generation. We consider this “non-financial wealth.”

Have you given thought to the legacy you’ve received from your parents or grandparents? What important messages would you like to pass on to others?

We’d be honored to help you capture the non-financial wealth of your family in a way that will be meaningful for decades to come.